2024-11-06
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川普再當選美國總統，國內房市發展這樣看
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發稿日期：2024.11.06
美國大選於台灣時間今（6日）下午出爐，由美國前總統川普(Donald Trump)宣布當選。針對川普再次回鍋白宮，住商不動產企劃研究室執行總監徐佳馨表示，美國未來將採孤立主義，地緣政治風險擴大，惟國內房市仍看股市走勢與央行臉色。
徐佳馨分析，綜觀川普上屆經濟主軸與本次政見推估，美國未來將採取孤立主義，地緣政治張力擴大，對外美國或以弱美元方式操作，將引起其他經濟體貨幣震盪。回歸台灣房市，目前市況發展仍看央行臉色，整體局勢不變，但若全球經濟因美國政策改弦易轍造成震盪，股市受影響下恐怕也不利於房市發展。
大家房屋企劃研究室公關主任賴志昶分析，川普主打孤立主義、保護主義之選情風格，其當選難保會以關稅壁壘保障美國國內就業機會，使以外貿為主力的國家，例如台灣等國之經濟表現受小幅度衝擊。整體而言，如今美國大選結果底定，市場排除不確定因素，但國內半導體產業，恐會受美國關稅衝擊，加上川普上台後有通膨回升之隱憂，整體國內經濟發展仍待長期觀察，而房市長線依賴經濟走勢，且「股房連動」趨勢明顯，市場前景還有央行打房陰影，整體發展較難樂觀。
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